McDonald's（MCD *）株式概要マクドナルド・コーポレーションは、米国内外でマクドナルド・ブランドのレストランを所有、運営、フランチャイズしている。 詳細MCD * ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績3/6財務の健全性2/6配当金5/6報酬過去1年間で収益は6.3%増加しました 2.66%の安定した配当金を支払う リスク分析多額の負債を抱えている 過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るMCD * Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$4.88k51.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture035b2016201920222025202620282031Revenue US$35.0bEarnings US$11.1bAdvancedSet Fair ValueView all narrativesMcDonald's Corporation 競合他社Alsea. deSymbol: BMV:ALSEA *Market cap: Mex$42.4bStarbucksSymbol: NasdaqGS:SBUXMarket cap: US$113.0bCompass GroupSymbol: LSE:CPGMarket cap: US$54.7bDoorDashSymbol: NasdaqGS:DASHMarket cap: US$69.4b価格と性能株価の高値、安値、推移の概要McDonald's過去の株価現在の株価US$4,880.8052週高値US$5,980.0052週安値US$4,681.00ベータ0.441ヶ月の変化-4.82%3ヶ月変化-16.02%1年変化-20.12%3年間の変化-3.14%5年間の変化5.28%IPOからの変化2,442.08%最新ニュースRecent Insider Transactions • May 30EVP & President of McDonald's USA recently sold Mex$1.6m worth of stockOn the 26th of May, Joseph Erlinger sold around 333 shares on-market at roughly Mex$4,856 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$3.4m. Insiders have been net sellers, collectively disposing of Mex$103m more than they bought in the last 12 months.Recent Insider Transactions • May 28EVP & President of McDonald's USA recently sold Mex$1.6m worth of stockOn the 26th of May, Joseph Erlinger sold around 333 shares on-market at roughly Mex$4,856 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$3.4m. Insiders have been net sellers, collectively disposing of Mex$103m more than they bought in the last 12 months.Declared Dividend • May 24First quarter dividend of US$1.86 announcedShareholders will receive a dividend of US$1.86. Ex-date: 2nd June 2026 Payment date: 16th June 2026 Dividend yield will be 2.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 22Mcdonald's Announces Quarterly Cash Dividend, Payable on June 16, 2026McDonald's Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on June 16, 2026 to shareholders of record at the close of business on June 2, 2026.Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$2.78 (vs US$2.61 in 1Q 2025)First quarter 2026 results: EPS: US$2.78 (up from US$2.61 in 1Q 2025). Revenue: US$6.52b (up 9.4% from 1Q 2025). Net income: US$1.98b (up 6.2% from 1Q 2025). Profit margin: 30% (down from 31% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Recent Insider Transactions • May 02EVP & President of McDonald's USA recently sold Mex$1.7m worth of stockOn the 23rd of April, Joseph Erlinger sold around 333 shares on-market at roughly Mex$5,248 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$9.2m. Insiders have been net sellers, collectively disposing of Mex$108m more than they bought in the last 12 months.最新情報をもっと見るRecent updatesRecent Insider Transactions • May 30EVP & President of McDonald's USA recently sold Mex$1.6m worth of stockOn the 26th of May, Joseph Erlinger sold around 333 shares on-market at roughly Mex$4,856 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$3.4m. Insiders have been net sellers, collectively disposing of Mex$103m more than they bought in the last 12 months.Recent Insider Transactions • May 28EVP & President of McDonald's USA recently sold Mex$1.6m worth of stockOn the 26th of May, Joseph Erlinger sold around 333 shares on-market at roughly Mex$4,856 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$3.4m. Insiders have been net sellers, collectively disposing of Mex$103m more than they bought in the last 12 months.Declared Dividend • May 24First quarter dividend of US$1.86 announcedShareholders will receive a dividend of US$1.86. Ex-date: 2nd June 2026 Payment date: 16th June 2026 Dividend yield will be 2.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 22Mcdonald's Announces Quarterly Cash Dividend, Payable on June 16, 2026McDonald's Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on June 16, 2026 to shareholders of record at the close of business on June 2, 2026.Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$2.78 (vs US$2.61 in 1Q 2025)First quarter 2026 results: EPS: US$2.78 (up from US$2.61 in 1Q 2025). Revenue: US$6.52b (up 9.4% from 1Q 2025). Net income: US$1.98b (up 6.2% from 1Q 2025). Profit margin: 30% (down from 31% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Recent Insider Transactions • May 02EVP & President of McDonald's USA recently sold Mex$1.7m worth of stockOn the 23rd of April, Joseph Erlinger sold around 333 shares on-market at roughly Mex$5,248 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$9.2m. Insiders have been net sellers, collectively disposing of Mex$108m more than they bought in the last 12 months.Recent Insider Transactions • Apr 29EVP & President of McDonald's USA recently sold Mex$1.7m worth of stockOn the 23rd of April, Joseph Erlinger sold around 333 shares on-market at roughly Mex$5,248 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$9.2m. Insiders have been net sellers, collectively disposing of Mex$108m more than they bought in the last 12 months.Recent Insider Transactions • Apr 27EVP & President of McDonald's USA recently sold Mex$1.7m worth of stockOn the 23rd of April, Joseph Erlinger sold around 333 shares on-market at roughly Mex$5,248 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$9.2m. Insiders have been net sellers, collectively disposing of Mex$108m more than they bought in the last 12 months.Recent Insider Transactions • Apr 24EVP & President of McDonald's USA recently sold Mex$1.7m worth of stockOn the 23rd of April, Joseph Erlinger sold around 333 shares on-market at roughly Mex$5,248 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$9.2m. Insiders have been net sellers, collectively disposing of Mex$108m more than they bought in the last 12 months.お知らせ • Apr 08McDonald's Corporation, Annual General Meeting, May 20, 2026McDonald's Corporation, Annual General Meeting, May 20, 2026.Recent Insider Transactions • Mar 30EVP & President of McDonald's USA recently sold Mex$1.9m worth of stockOn the 23rd of March, Joseph Erlinger sold around 333 shares on-market at roughly Mex$5,596 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$9.2m. Insiders have been net sellers, collectively disposing of Mex$112m more than they bought in the last 12 months.Recent Insider Transactions • Mar 27Insider recently sold Mex$3.4m worth of stockOn the 18th of March, Dario Baroni sold around 600 shares on-market at roughly Mex$5,716 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$9.2m. Insiders have been net sellers, collectively disposing of Mex$112m more than they bought in the last 12 months.Recent Insider Transactions • Mar 20Insider recently sold Mex$3.4m worth of stockOn the 18th of March, Dario Baroni sold around 600 shares on-market at roughly Mex$5,716 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$9.2m. Insiders have been net sellers, collectively disposing of Mex$116m more than they bought in the last 12 months.Recent Insider Transactions • Feb 26Insider recently sold Mex$9.2m worth of stockOn the 23rd of February, Jonathan Banner sold around 2k shares on-market at roughly Mex$5,735 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$14m. Insiders have been net sellers, collectively disposing of Mex$118m more than they bought in the last 12 months.Upcoming Dividend • Feb 24Upcoming dividend of US$1.86 per shareEligible shareholders must have bought the stock before 03 March 2026. Payment date: 17 March 2026. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Mexican dividend payers (5.8%). Higher than average of industry peers (1.9%).Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$11.95 (vs US$11.45 in FY 2024)Full year 2025 results: EPS: US$11.95 (up from US$11.45 in FY 2024). Revenue: US$26.9b (up 3.7% from FY 2024). Net income: US$8.56b (up 4.1% from FY 2024). Profit margin: 32% (in line with FY 2024). Same store sales growth: 3.1% vs FY 2024 Total stores: 45,000 (up by 1,523 from FY 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.お知らせ • Feb 10McDonald's Corporation Announces the Election of James D. Farley, Jr., to Its Board of Directors, Effective February 4, 2026McDonald's Corporation announced the election of James D. Farley, Jr., to its Board of Directors, effective February 4, 2026. Mr. Farley currently serves as President and CEO of Ford Motor Company and sits on Ford's Board of Directors, where he is guiding the company's Ford+ transformation, a strategy centered on digital innovation, customer-centric design, and operational modernization. He brings more than 30 years of experience leading complex global organizations and transforming iconic consumer brands. He previously served as chief operating officer and president of new businesses, technology and strategy teams. Earlier in his career at Ford, Farley held leadership roles overseeing Ford Europe, Middle East, and Africa; Global Marketing, Sales & Service; the ongoing reinvention of the Lincoln brand; and Ford's operations in Canada, Mexico, and South America. Prior to Ford, he spent nearly two decades at Toyota and Lexus in brand marketing and product leadership. His election brings the Board to a total of 12 members, each contributing diverse experience and expertise that strengthen McDonald’s long-term strategic direction.Declared Dividend • Feb 09Third quarter dividend of US$1.86 announcedShareholders will receive a dividend of US$1.86. Ex-date: 3rd March 2026 Payment date: 17th March 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 05McDonald's Declares Quarterly Cash Dividend, Payable on March 17, 2026McDonald's Corporation's Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on March 17, 2026 to shareholders of record at the close of business on March 3, 2026.Recent Insider Transactions • Dec 16Insider recently sold Mex$3.7m worth of stockOn the 12th of December, Morgan Flatley sold around 658 shares on-market at roughly Mex$5,686 per share. This transaction amounted to 9.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$18m. Insiders have been net sellers, collectively disposing of Mex$246m more than they bought in the last 12 months.Upcoming Dividend • Nov 24Upcoming dividend of US$1.86 per shareEligible shareholders must have bought the stock before 01 December 2025. Payment date: 15 December 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Mexican dividend payers (6.2%). Higher than average of industry peers (2.0%).Recent Insider Transactions • Nov 20EVP & President of McDonald's USA recently sold Mex$18m worth of stockOn the 14th of November, Joseph Erlinger sold around 3k shares on-market at roughly Mex$5,599 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$248m more than they bought in the last 12 months.Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$3.18 (vs US$3.15 in 3Q 2024)Third quarter 2025 results: EPS: US$3.18 (up from US$3.15 in 3Q 2024). Revenue: US$7.08b (up 3.0% from 3Q 2024). Net income: US$2.28b (up 1.0% from 3Q 2024). Profit margin: 32% (in line with 3Q 2024). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Declared Dividend • Oct 27Second quarter dividend of US$1.86 announcedShareholders will receive a dividend of US$1.86. Ex-date: 1st December 2025 Payment date: 15th December 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 7.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 23Mcdonald's Corporation Raises Quarterly Cash Dividend, Payable on December 15, 2025McDonald's Corporation Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on December 15, 2025 to shareholders of record at the close of business on December 1, 2025. The 5% increase over the Company's previous quarterly dividend reflects continued confidence in the Accelerating the Arches growth strategy and ability to drive long-term profitable growth for all stakeholders.Recent Insider Transactions • Sep 06Insider recently sold Mex$5.9m worth of stockOn the 2nd of September, Morgan Flatley sold around 1k shares on-market at roughly Mex$5,900 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$14m. Insiders have been net sellers, collectively disposing of Mex$372m more than they bought in the last 12 months.Recent Insider Transactions • Sep 03Insider recently sold Mex$5.9m worth of stockOn the 2nd of September, Morgan Flatley sold around 1k shares on-market at roughly Mex$5,900 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$14m. Insiders have been net sellers, collectively disposing of Mex$372m more than they bought in the last 12 months.お知らせ • Aug 26McDonald’s Corporation Appoints Saumya Mittal as Chief People Officer for AsiaMcDonald’s Corporation has announced the appointment of Saumya Mittal as its new Chief People Officer for Asia. Taking charge from Singapore, she will oversee the company’s people and culture agenda across diverse Asian markets, a region marked by rapid growth and shifting workforce dynamics. Mittal, who has built an 18-year career in human resources, previously held leadership positions at PepsiCo, focusing on talent, culture, and organisational transformation, and later at Google as APAC Commercial HR Lead. Her cross-industry experience is expected to bolster McDonald’s employee engagement and leadership pipeline in the region.Upcoming Dividend • Aug 26Upcoming dividend of US$1.77 per shareEligible shareholders must have bought the stock before 02 September 2025. Payment date: 16 September 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Mexican dividend payers (6.2%). Higher than average of industry peers (1.9%).Recent Insider Transactions • Aug 21Insider recently sold Mex$5.8m worth of stockOn the 19th of August, Jonathan Banner sold around 1k shares on-market at roughly Mex$5,829 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$14m. Insiders have been net sellers, collectively disposing of Mex$373m more than they bought in the last 12 months.お知らせ • Aug 12McDonald's Introduces McDonaldland VRMcDonald's is bringing its most iconic characters and worlds to life in an all-new way. Introducing McDonaldland VR -- an interactive digital universe launching alongside the new McDonaldland Meal. Starting August 12, fans can transport themselves into McDonaldland like never before. Whether through Meta Horizon Worlds on Meta Quest or a seamless Web VR experience, visitors can explore vibrant zones, meet classic characters, play games, and unlock surprises -- all from the comfort of home. Inside McDonaldland VR, fans can: Meet Classic characters: Interact with Grimace, Hamburglar, Birdie, and others -- all fully animated and part of your journey. Play Interactive Mini-Games: Mt. McDonaldland Shake Challenge: Hop aboard The Captain's ship to collect shake ingredients from an uping volcano. Golden Arches Obstacle Course: Navigate condiment geysers, rapids, and oversized landmarks in a fast-paced, multi-zone adventure. Explore Themed Worlds: Roam through the Apple Pie Tree Forest, Hamburger Patch, and Filet-O-Fish Lake, each packed with interactive surprises and moments of delight. Find Hidden Collectibles: Hunt for Mt. McDonaldland Shake icons and unlock Easter eggs throughout the world. Earn Exclusive In-Game Wearables: Complete quests to unlock items like the Mayor McCheese Hat, Burger Buddy Backpack, and Ronald McDonald's Guitar.Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$3.14 (vs US$2.81 in 2Q 2024)Second quarter 2025 results: EPS: US$3.14 (up from US$2.81 in 2Q 2024). Revenue: US$6.84b (up 5.4% from 2Q 2024). Net income: US$2.25b (up 11% from 2Q 2024). Profit margin: 33% (up from 31% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Aug 05Insider recently sold Mex$5.6m worth of stockOn the 1st of August, Morgan Flatley sold around 976 shares on-market at roughly Mex$5,743 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$5.7m. Insiders have been net sellers, collectively disposing of Mex$352m more than they bought in the last 12 months.Declared Dividend • Jul 25First quarter dividend of US$1.77 announcedShareholders will receive a dividend of US$1.77. Ex-date: 2nd September 2025 Payment date: 16th September 2025 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 7.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Recent Insider Transactions • Jul 24EVP & President of McDonald's USA recently sold Mex$5.2m worth of stockOn the 23rd of July, Joseph Erlinger sold around 939 shares on-market at roughly Mex$5,566 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$5.7m. Insiders have been net sellers, collectively disposing of Mex$347m more than they bought in the last 12 months.お知らせ • Jul 23McDonald's Declares Quarterly Cash Dividend, Payable on September 16, 2025McDonald's Board of Directors declared a quarterly cash dividend of $1.77 per share of common stock payable on September 16, 2025 to shareholders of record at the close of business on September 2, 2025.Recent Insider Transactions • Jul 17Insider recently sold Mex$5.6m worth of stockOn the 10th of July, Morgan Flatley sold around 1k shares on-market at roughly Mex$5,593 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$5.9m. Insiders have been net sellers, collectively disposing of Mex$347m more than they bought in the last 12 months.Recent Insider Transactions • Jul 16Insider recently sold Mex$5.6m worth of stockOn the 10th of July, Morgan Flatley sold around 1k shares on-market at roughly Mex$5,593 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$5.9m. Insiders have been net sellers, collectively disposing of Mex$341m more than they bought in the last 12 months.Recent Insider Transactions • Jul 11Insider recently sold Mex$5.6m worth of stockOn the 10th of July, Morgan Flatley sold around 1k shares on-market at roughly Mex$5,593 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$5.9m. Insiders have been net sellers, collectively disposing of Mex$341m more than they bought in the last 12 months.Recent Insider Transactions • May 25EVP & President of McDonald's USA recently sold Mex$5.7m worth of stockOn the 23rd of May, Joseph Erlinger sold around 939 shares on-market at roughly Mex$6,072 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$6.3m. Insiders have been net sellers, collectively disposing of Mex$341m more than they bought in the last 12 months.Declared Dividend • May 23First quarter dividend of US$1.77 announcedShareholders will receive a dividend of US$1.77. Ex-date: 2nd June 2025 Payment date: 16th June 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 21McDonald's Announces Quarterly Cash Dividend, Payable on June 16, 2025McDonald's Board of Directors declared a quarterly cash dividend of $1.77 per share of common stock payable on June 16, 2025 to shareholders of record at the close of business on June 2, 2025.New Risk • May 03New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Significant insider selling over the past 3 months (Mex$121m sold).Recent Insider Transactions • Apr 30EVP & President of McDonald's USA recently sold Mex$5.9m worth of stockOn the 23rd of April, Joseph Erlinger sold around 939 shares on-market at roughly Mex$6,263 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$67m. Insiders have been net sellers, collectively disposing of Mex$344m more than they bought in the last 12 months.Recent Insider Transactions • Apr 26EVP & President of McDonald's USA recently sold Mex$5.9m worth of stockOn the 23rd of April, Joseph Erlinger sold around 939 shares on-market at roughly Mex$6,263 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$67m. Insiders have been net sellers, collectively disposing of Mex$344m more than they bought in the last 12 months.Recent Insider Transactions • Apr 24EVP & President of McDonald's USA recently sold Mex$5.9m worth of stockOn the 23rd of April, Joseph Erlinger sold around 939 shares on-market at roughly Mex$6,263 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$67m. Insiders have been net sellers, collectively disposing of Mex$344m more than they bought in the last 12 months.お知らせ • Apr 22SOC Investment Group Files an Exempt Solicitation Statement with Securities and Exchange CommissionOn April 21, 2025, SOC Investment Group announced that it has filed an exempt solicitation statement with Securities and Exchange Commission, recommended the shareholders of the Company to vote against the Company board nominees Director Paul Walsh, at the annual meeting of shareholders of the Company scheduled to be held on May 20, 2025.お知らせ • Apr 08McDonald's Corporation, Annual General Meeting, May 20, 2025McDonald's Corporation, Annual General Meeting, May 20, 2025.Recent Insider Transactions • Mar 26EVP & President of McDonald's USA recently sold Mex$5.8m worth of stockOn the 24th of March, Joseph Erlinger sold around 939 shares on-market at roughly Mex$6,157 per share. This transaction amounted to 6.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$67m. Insiders have been net sellers, collectively disposing of Mex$343m more than they bought in the last 12 months.お知らせ • Mar 12McDonald's Corporation Announces Executive Changes, Effective on or About May 1, 2025On March 10, 2025, the Board of Directors of McDonald’s Corporation approved changes to the Company’s senior management, including the appointment of Gillian (Jill) McDonald as Executive Vice President – Global Chief Restaurant Experience Officer. Ms. McDonald, one of the Company’s named executive officers, currently serves as Executive Vice President – President, International Operated Markets (IOM), and will separate from that role on or about May 1, 2025. The Board appointed Manuel JM Steijaert, currently the Company’s Executive Vice President – Global Chief Customer Officer, to replace Ms. McDonald as Executive Vice President – President, IOM, on or about May 1, 2025.Recent Insider Transactions • Feb 26Insider recently sold Mex$14m worth of stockOn the 19th of February, Morgan Flatley sold around 2k shares on-market at roughly Mex$6,150 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$67m. Insiders have been net sellers, collectively disposing of Mex$336m more than they bought in the last 12 months.Upcoming Dividend • Feb 25Upcoming dividend of US$1.77 per shareEligible shareholders must have bought the stock before 03 March 2025. Payment date: 17 March 2025. Payout ratio is a comfortable 60% and the cash payout ratio is 76%. Trailing yield: 2.3%. Lower than top quartile of Mexican dividend payers (6.1%). Lower than average of industry peers (2.7%).Recent Insider Transactions • Feb 14Chairman & CEO recently sold Mex$67m worth of stockOn the 11th of February, Christopher Kempczinski sold around 11k shares on-market at roughly Mex$6,367 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christopher has been a net seller over the last 12 months, reducing personal holdings by Mex$196m.Reported Earnings • Feb 10Full year 2024 earnings released: EPS: US$11.39 (vs US$11.64 in FY 2023)Full year 2024 results: EPS: US$11.39 (down from US$11.64 in FY 2023). Revenue: US$25.9b (up 1.7% from FY 2023). Net income: US$8.22b (down 2.9% from FY 2023). Profit margin: 32% (down from 33% in FY 2023). The decrease in margin was driven by higher expenses. Same store sales growth: Down 0.1% vs FY 2023 Total stores: 43,477 (up by 1,655 from FY 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.Declared Dividend • Feb 10Fourth quarter dividend of US$1.77 announcedShareholders will receive a dividend of US$1.77. Ex-date: 3rd March 2025 Payment date: 17th March 2025 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 07Mcdonald's Corporation Announces Quarterly Cash Dividend, Payable on March 17, 2025McDonald's Board of Directors declared a quarterly cash dividend of $1.77 per share of common stock payable on March 17, 2025 to shareholders of record at the close of business on March 3, 2025.Recent Insider Transactions • Jan 26EVP & President of McDonald's USA recently sold Mex$1.7m worth of stockOn the 23rd of January, Joseph Erlinger sold around 300 shares on-market at roughly Mex$5,743 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$41m. Insiders have been net sellers, collectively disposing of Mex$262m more than they bought in the last 12 months.お知らせ • Jan 18John J. Mulligan to Retire from the Board of Directors of McDonald's CorporationMcDonald's Corporation announced that on January 13, 2025, Director John J. Mulligan notified the company of his decision to retire from the Company’s Board of Directors, effective as of the date of the Company’s 2025 Annual Shareholders’ Meeting. The retirement is not because of a disagreement with the Company on any matter relating to the Company’s operations, policies, or practices.Recent Insider Transactions • Dec 26EVP & President of McDonald's USA recently sold Mex$6.5m worth of stockOn the 23rd of December, Joseph Erlinger sold around 1k shares on-market at roughly Mex$5,877 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$6.5m. Insiders have been net sellers, collectively disposing of Mex$232m more than they bought in the last 12 months.Recent Insider Transactions • Dec 02EVP & President of McDonald's USA recently sold Mex$6.5m worth of stockOn the 25th of November, Joseph Erlinger sold around 1k shares on-market at roughly Mex$5,950 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$106m. Insiders have been net sellers, collectively disposing of Mex$230m more than they bought in the last 12 months.Recent Insider Transactions • Nov 27EVP & President of McDonald's USA recently sold Mex$6.5m worth of stockOn the 25th of November, Joseph Erlinger sold around 1k shares on-market at roughly Mex$5,950 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$106m. Insiders have been net sellers, collectively disposing of Mex$233m more than they bought in the last 12 months.Upcoming Dividend • Nov 25Upcoming dividend of US$1.77 per shareEligible shareholders must have bought the stock before 02 December 2024. Payment date: 16 December 2024. Payout ratio is a comfortable 58% and the cash payout ratio is 77%. Trailing yield: 2.4%. Lower than top quartile of Mexican dividend payers (7.1%). Lower than average of industry peers (3.1%).Recent Insider Transactions • Oct 30EVP & President of McDonald's USA recently sold Mex$6.4m worth of stockOn the 23rd of October, Joseph Erlinger sold around 1k shares on-market at roughly Mex$5,837 per share. This transaction amounted to 9.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$106m. Insiders have been net sellers, collectively disposing of Mex$233m more than they bought in the last 12 months.お知らせ • Oct 30Mcdonald's Corporation Declares Quarterly Cash DividendMcDonald's Corporation declared a 6% increase in its quarterly cash dividend to $1.77 per share.Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: US$3.13 (vs US$3.19 in 3Q 2023)Third quarter 2024 results: EPS: US$3.13 (down from US$3.19 in 3Q 2023). Revenue: US$6.87b (up 2.7% from 3Q 2023). Net income: US$2.26b (down 2.7% from 3Q 2023). Profit margin: 33% (down from 35% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.Recent Insider Transactions • Oct 27EVP & President of McDonald's USA recently sold Mex$6.4m worth of stockOn the 23rd of October, Joseph Erlinger sold around 1k shares on-market at roughly Mex$5,837 per share. This transaction amounted to 9.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$106m. Insiders have been net sellers, collectively disposing of Mex$233m more than they bought in the last 12 months.お知らせ • Oct 25Ron Simon and Associates Files the Second Lawsuit Against McDonald's in the E. Coli OutbreakThe national food safety law firm of Ron Simon & Associates, along with Meyers & Flowers, LLC, has filed another McDonald's E. coli Lawsuit, this time on behalf of Clarissa DeBock. The lawsuit was filed in Cook County, Illinois and is available upon request. According to the lawsuit, on September 18, 2024, Clarissa purchased and consumed food from her local McDonald's in Nebraska. By September 23rd, she had become ill with the symptoms of E. coli. On September 25th, Clarissa was forced to seek medical attention, and presented to the Great Plains Health - Emergency Room, where her physicians ordered blood work, and abdominal and pelvic CT, and ordered stools studies. Clarissa was found to be positive for E. coli O157:H7, and her case was reported to the county health department. Her physicians placed her on Ciprofloxacin, and at the time this lawsuit was filed, continues to recover from the effects of E. coli food poisoning. At present, onions are suspected as having been the catalyst of this E. coli outbreak, and Taylor Farms of California has issued a recall of the potentially dangerous onions.Declared Dividend • Sep 29Dividend of US$1.77 announcedShareholders will receive a dividend of US$1.77. Ex-date: 2nd December 2024 Payment date: 16th December 2024 Dividend yield will be 1.5%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Recent Insider Transactions • Sep 19Chairman & CEO recently sold Mex$23m worth of stockOn the 16th of September, Christopher Kempczinski sold around 4k shares on-market at roughly Mex$5,782 per share. This transaction amounted to 6.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Christopher's only on-market trade for the last 12 months.Recent Insider Transactions • Aug 25EVP & President of McDonald's USA recently sold Mex$6.0m worth of stockOn the 23rd of August, Joseph Erlinger sold around 1k shares on-market at roughly Mex$5,508 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$130m more than they bought in the last 12 months.Reported Earnings • Jul 30Second quarter 2024 earnings released: EPS: US$2.80 (vs US$3.17 in 2Q 2023)Second quarter 2024 results: EPS: US$2.80 (down from US$3.17 in 2Q 2023). Revenue: US$6.49b (flat on 2Q 2023). Net income: US$2.02b (down 13% from 2Q 2023). Profit margin: 31% (down from 36% in 2Q 2023). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jul 29First quarter dividend of US$1.67 announcedShareholders will receive a dividend of US$1.67. Ex-date: 3rd September 2024 Payment date: 17th September 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 27McDonald's Corporation Announces Executive Changes, Effective October 1, 2024On July 25, 2024, the Board of Directors of McDonald's Corporation appointed Lauren B. Elting to serve as the Company's principal accounting officer," effective October 1, 2024. Ms. Elting will join the Company on July 30, 2024 as a Vice President to ensure a smooth transition prior to Catherine A. Hoovel's retirement on October 1, 2024, which the Company previously announced on Form 8-K, dated March 13, 2024. Ms. Hoovel will continue to serve as the Company's principal accounting officer until her retirement, at which time Ms. Elting will assume the role of Vice President Corporate Controller. Prior to joining the Company, Ms. Elting held several positions of increasing responsibility with Federal Signal Corporation, including Chief Accounting Officer from 2022 to 2024, and Vice President, Corporate Controller from 2018 to 2022.お知らせ • Jul 26McDonald's Announces Quarterly Cash Dividend, Payable on September 17, 2024McDonald's Board of Directors declared a quarterly cash dividend of $1.67 per share of common stock payable on September 17, 2024 to shareholders of record at the close of business on September 3, 2024.Recent Insider Transactions • Jul 24EVP & President of McDonald's USA recently sold Mex$5.2m worth of stockOn the 23rd of July, Joseph Erlinger sold around 1k shares on-market at roughly Mex$4,696 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$5.2m. Insiders have been net sellers, collectively disposing of Mex$131m more than they bought in the last 12 months.お知らせ • Jul 20PAR Technology Corporation (NYSE:PAR) completed the acquisition of TASK Group Holdings Limited (ASX:TSK).PAR Technology Corporation (NYSE:PAR) agreed to acquire TASK Group Holdings Limited (ASX:TSK) for AUD 320 million on March 8, 2024. TASK Group shareholders will receive AUD 0.9 for their share. As of July 4, 2024, the shareholder of TASK Group approved the transaction. The transaction is still subject to court approval. The transaction is expected to close on July 19, 2024. King & Wood Mallesons, Australia Branch acted as legal advisor and Latimer Partners Pty Ltd acted as Financial advisor to TASK Group Holdings Limited. Computershare Investor Services Pty Limited acted as registrar to TASK. Phillip R. Mills, Corey M. Goodman, Robert F. Smith and Mary K. Marks of Davis Polk & Wardwell LLP acted as legal advisor to TASK Group Holdings Limited. PRICEWATERHOUSECOOPERS AUSTRALIA SERVICES PTY LTD as Australian and New Zealand acted as accountant to TASK in relation to the Scheme. PAR Technology Corporation (NYSE:PAR) completed the acquisition of TASK Group Holdings Limited (ASX:TSK) on July 19, 2024.お知らせ • Jul 10PAR Technology Corporation (NYSE:PAR) completed the acquisition of TASK Group Holdings Limited (ASX:TSK).PAR Technology Corporation (NYSE:PAR) agreed to acquire TASK Group Holdings Limited (ASX:TSK) for AUD 320 million on March 8, 2024. TASK Group shareholders will receive AUD 0.9 for their share. As of July 4, 2024, the shareholder of TASK Group approved the transaction. The transaction is still subject to court approval. The transaction is expected to close on July 19, 2024. King & Wood Mallesons, Australia Branch acted as legal advisor and Latimer Partners Pty Ltd acted as Financial advisor to TASK Group Holdings Limited. Computershare Investor Services Pty Limited acted as registrar to TASK. Phillip R. Mills, Corey M. Goodman, Robert F. Smith and Mary K. Marks of Davis Polk & Wardwell LLP acted as legal advisor to TASK Group Holdings Limited. PRICEWATERHOUSECOOPERS AUSTRALIA SERVICES PTY LTD as Australian and New Zealand acted as accountant to TASK in relation to the Scheme.PAR Technology Corporation (NYSE:PAR) completed the acquisition of TASK Group Holdings Limited (ASX:TSK) on July 10, 2024.Recent Insider Transactions • Jun 23EVP & President of McDonald's USA recently sold Mex$5.2m worth of stockOn the 21st of June, Joseph Erlinger sold around 1k shares on-market at roughly Mex$4,742 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$129m more than they bought in the last 12 months.Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mike Hsu was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • May 26EVP & President of McDonald's USA recently sold Mex$4.9m worth of stockOn the 23rd of May, Joseph Erlinger sold around 1k shares on-market at roughly Mex$4,436 per share. This transaction amounted to 6.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$5.2m. Insiders have been net sellers, collectively disposing of Mex$137m more than they bought in the last 12 months.Declared Dividend • May 26First quarter dividend of US$1.67 announcedShareholders will receive a dividend of US$1.67. Ex-date: 3rd June 2024 Payment date: 17th June 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 23McDonald's Corporation Announces Quarterly Cash Dividend, Payable on June 17, 2024McDonald's Corporation Board of Directors declared a quarterly cash dividend of $1.67 per share of common stock payable on June 17, 2024 to shareholders of record at the close of business on June 3, 2024.Recent Insider Transactions • May 14Insider recently sold Mex$3.7m worth of stockOn the 10th of May, Jonathan Banner sold around 800 shares on-market at roughly Mex$4,607 per share. This transaction amounted to 98% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$10m. Insiders have been net sellers, collectively disposing of Mex$133m more than they bought in the last 12 months.New Risk • May 01New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Significant insider selling over the past 3 months (Mex$39m sold).Recent Insider Transactions • Apr 24EVP & President of McDonald's USA recently sold Mex$5.2m worth of stockOn the 23rd of April, Joseph Erlinger sold around 1k shares on-market at roughly Mex$4,707 per share. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$10m. Insiders have been net sellers, collectively disposing of Mex$151m more than they bought in the last 12 months.Buy Or Sell Opportunity • Apr 17Now 24% overvaluedOver the last 90 days, the stock has fallen 9.8% to Mex$4,543. The fair value is estimated to be Mex$3,670, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.お知らせ • Apr 10McDonald's Corporation, Annual General Meeting, May 22, 2024McDonald's Corporation, Annual General Meeting, May 22, 2024, at 09:00 Central Standard Time. Agenda: To elect 12 Directors to Serve Until 2025 Annual Shareholders' Meeting and Until Their Successors Have Been Elected and Qualified; to Vote to Approve Executive Compensation; to vote to Approve an Amendment to the Company's Restated Certificate of Incorporation to Limit Liability of Officers as Permitted by Law; to Vote to Ratify the Appointment of Ernst & Young LLP as Independent Auditor for 2024; to Vote on Six Shareholder Proposals, Each Only If Properly Presented; and to transact any other business properly presented at the meeting.お知らせ • Apr 05McDonald's Corporation (NYSE:MCD) signed an agreement to acquire Alonyal Ltd. from Omri Padan.McDonald's Corporation (NYSE:MCD) signed an agreement to acquire Alonyal Ltd. from Omri Padan on April 4, 2024. Upon completion of the transaction, McDonald’s Corporation will own Alonyal Limited’s restaurants and operations, and employees will be retained on equivalent terms. The agreement is subject to certain conditions, with closing anticipated in the coming months.Recent Insider Transactions • Mar 23EVP & President of McDonald's USA recently sold Mex$5.2m worth of stockOn the 22nd of March, Joseph Erlinger sold around 1k shares on-market at roughly Mex$4,757 per share. This transaction amounted to 5.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$14m. Insiders have been net sellers, collectively disposing of Mex$146m more than they bought in the last 12 months.お知らせ • Mar 20McDonald's Corporation Announces Board ChangesMcDonald's Corporation announced the retirement of Enrique Rick Hernandez, Jr. as non-executive Chairman of the company's Board of Directors, effective as of the date of the Company's 2024 Annual Shareholders' Meeting. Following Rick's retirement, Chris Kempczinski will assume the combined role of Chief Executive Officer and Chairman of the Board, and Miles White will assume the role of Lead Independent Director.お知らせ • Mar 15McDonald's Corporation Announces Retirement of Catherine A. Hoovel as Senior Vice President – Corporate Controller, Principal Accounting Officer, Effective October 1, 2024On March 8, 2024, Catherine A. Hoovel notified McDonald’s Corporation (the Company) of her intention to retire from the Company as Senior Vice President – Corporate Controller, the Company’s Principal Accounting Officer, effective October 1, 2024. This retirement is not a result of any disagreement with the Company on any matter relating to its operations, policies, or practices.お知らせ • Mar 12PAR Technology Corporation (NYSE:PAR) agreed to acquire TASK Group Holdings Limited (ASX:TSK) for AUD 320 millionPAR Technology Corporation (NYSE:PAR) agreed to acquire TASK Group Holdings Limited (ASX:TSK) for AUD 320 million on March 9, 2024.Recent Insider Transactions • Feb 28Insider recently sold Mex$10m worth of stockOn the 23rd of February, Morgan Flatley sold around 2k shares on-market at roughly Mex$5,059 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$14m. Insiders have been net sellers, collectively disposing of Mex$141m more than they bought in the last 12 months.Reported Earnings • Feb 25Full year 2023 earnings released: EPS: US$11.64 (vs US$8.39 in FY 2022)Full year 2023 results: EPS: US$11.64 (up from US$8.39 in FY 2022). Revenue: US$25.5b (up 10.0% from FY 2022). Net income: US$8.47b (up 37% from FY 2022). Profit margin: 33% (up from 27% in FY 2022). Same store sales growth: 9.0% vs FY 2022 Total stores: 41,822 (up by 1,547 from FY 2022). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 22Upcoming dividend of US$1.67 per shareEligible shareholders must have bought the stock before 29 February 2024. Payment date: 15 March 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Mexican dividend payers (6.4%). Lower than average of industry peers (5.1%).株主還元MCD *MX HospitalityMX 市場7D-0.2%1.5%0.2%1Y-20.1%12.0%16.8%株主還元を見る業界別リターン: MCD *過去 1 年間で12 % の収益を上げたMX Hospitality業界を下回りました。リターン対市場: MCD *は、過去 1 年間で16.8 % のリターンを上げたMX市場を下回りました。価格変動Is MCD *'s price volatile compared to industry and market?MCD * volatilityMCD * Average Weekly Movement3.3%Hospitality Industry Average Movement3.6%Market Average Movement4.0%10% most volatile stocks in MX Market6.2%10% least volatile stocks in MX Market2.7%安定した株価: MCD * 、 MX市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: MCD *の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1940150,000Chris Kempczinskiwww.mcdonalds.comマクドナルド・コーポレーションは、米国内外でマクドナルド・ブランドのレストランを所有、運営、フランチャイズしている。ハンバーガー、チーズバーガー、各種チキンサンドイッチ、フライドポテト、シェイク、デザート、サンデー、ソフトクリームコーン、クッキー、パイ、ソフトドリンク、コーヒー、その他の飲料、フルブレックファーストまたは限定ブレックファーストを含む食品と飲料を提供し、期間限定のプロモーションではその他様々な商品を販売している。同社は、従来のフランチャイズ、開発ライセンス、系列会社など、様々な形態のフランチャイズ・レストランを所有、運営している。マクドナルド・コーポレーションは1940年に設立され、イリノイ州シカゴに本拠を置く。もっと見るMcDonald's Corporation 基礎のまとめMcDonald's の収益と売上を時価総額と比較するとどうか。MCD * 基礎統計学時価総額Mex$3.44t収益（TTM）Mex$150.47b売上高(TTM)Mex$475.90b22.9xPER（株価収益率7.2xP/SレシオMCD * は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計MCD * 損益計算書（TTM）収益US$27.45b売上原価US$11.71b売上総利益US$15.74bその他の費用US$7.06b収益US$8.68b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）12.21グロス・マージン57.35%純利益率31.62%有利子負債／自己資本比率-3,119.7%MCD * の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.7%現在の配当利回り60%配当性向MCD * 配当は確実ですか？MCD * 配当履歴とベンチマークを見るMCD * 、いつまでに購入すれば配当金を受け取れますか？McDonald's 配当日配当落ち日Jun 02 2026配当支払日Jun 16 2026配当落ちまでの日数1 day配当支払日までの日数15 daysMCD * 配当は確実ですか？MCD * 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/31 20:24終値2026/05/29 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋McDonald's Corporation 31 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。63 アナリスト機関Jim MarroneAccountability Research CorporationJohn StaszakArgus Research CompanyDavid TarantinoBaird60 その他のアナリストを表示
Recent Insider Transactions • May 30EVP & President of McDonald's USA recently sold Mex$1.6m worth of stockOn the 26th of May, Joseph Erlinger sold around 333 shares on-market at roughly Mex$4,856 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$3.4m. Insiders have been net sellers, collectively disposing of Mex$103m more than they bought in the last 12 months.
Recent Insider Transactions • May 28EVP & President of McDonald's USA recently sold Mex$1.6m worth of stockOn the 26th of May, Joseph Erlinger sold around 333 shares on-market at roughly Mex$4,856 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$3.4m. Insiders have been net sellers, collectively disposing of Mex$103m more than they bought in the last 12 months.
Declared Dividend • May 24First quarter dividend of US$1.86 announcedShareholders will receive a dividend of US$1.86. Ex-date: 2nd June 2026 Payment date: 16th June 2026 Dividend yield will be 2.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 22Mcdonald's Announces Quarterly Cash Dividend, Payable on June 16, 2026McDonald's Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on June 16, 2026 to shareholders of record at the close of business on June 2, 2026.
Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$2.78 (vs US$2.61 in 1Q 2025)First quarter 2026 results: EPS: US$2.78 (up from US$2.61 in 1Q 2025). Revenue: US$6.52b (up 9.4% from 1Q 2025). Net income: US$1.98b (up 6.2% from 1Q 2025). Profit margin: 30% (down from 31% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • May 02EVP & President of McDonald's USA recently sold Mex$1.7m worth of stockOn the 23rd of April, Joseph Erlinger sold around 333 shares on-market at roughly Mex$5,248 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$9.2m. Insiders have been net sellers, collectively disposing of Mex$108m more than they bought in the last 12 months.
Recent Insider Transactions • May 30EVP & President of McDonald's USA recently sold Mex$1.6m worth of stockOn the 26th of May, Joseph Erlinger sold around 333 shares on-market at roughly Mex$4,856 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$3.4m. Insiders have been net sellers, collectively disposing of Mex$103m more than they bought in the last 12 months.
Recent Insider Transactions • May 28EVP & President of McDonald's USA recently sold Mex$1.6m worth of stockOn the 26th of May, Joseph Erlinger sold around 333 shares on-market at roughly Mex$4,856 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$3.4m. Insiders have been net sellers, collectively disposing of Mex$103m more than they bought in the last 12 months.
Declared Dividend • May 24First quarter dividend of US$1.86 announcedShareholders will receive a dividend of US$1.86. Ex-date: 2nd June 2026 Payment date: 16th June 2026 Dividend yield will be 2.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 22Mcdonald's Announces Quarterly Cash Dividend, Payable on June 16, 2026McDonald's Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on June 16, 2026 to shareholders of record at the close of business on June 2, 2026.
Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$2.78 (vs US$2.61 in 1Q 2025)First quarter 2026 results: EPS: US$2.78 (up from US$2.61 in 1Q 2025). Revenue: US$6.52b (up 9.4% from 1Q 2025). Net income: US$1.98b (up 6.2% from 1Q 2025). Profit margin: 30% (down from 31% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • May 02EVP & President of McDonald's USA recently sold Mex$1.7m worth of stockOn the 23rd of April, Joseph Erlinger sold around 333 shares on-market at roughly Mex$5,248 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$9.2m. Insiders have been net sellers, collectively disposing of Mex$108m more than they bought in the last 12 months.
Recent Insider Transactions • Apr 29EVP & President of McDonald's USA recently sold Mex$1.7m worth of stockOn the 23rd of April, Joseph Erlinger sold around 333 shares on-market at roughly Mex$5,248 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$9.2m. Insiders have been net sellers, collectively disposing of Mex$108m more than they bought in the last 12 months.
Recent Insider Transactions • Apr 27EVP & President of McDonald's USA recently sold Mex$1.7m worth of stockOn the 23rd of April, Joseph Erlinger sold around 333 shares on-market at roughly Mex$5,248 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$9.2m. Insiders have been net sellers, collectively disposing of Mex$108m more than they bought in the last 12 months.
Recent Insider Transactions • Apr 24EVP & President of McDonald's USA recently sold Mex$1.7m worth of stockOn the 23rd of April, Joseph Erlinger sold around 333 shares on-market at roughly Mex$5,248 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$9.2m. Insiders have been net sellers, collectively disposing of Mex$108m more than they bought in the last 12 months.
お知らせ • Apr 08McDonald's Corporation, Annual General Meeting, May 20, 2026McDonald's Corporation, Annual General Meeting, May 20, 2026.
Recent Insider Transactions • Mar 30EVP & President of McDonald's USA recently sold Mex$1.9m worth of stockOn the 23rd of March, Joseph Erlinger sold around 333 shares on-market at roughly Mex$5,596 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$9.2m. Insiders have been net sellers, collectively disposing of Mex$112m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 27Insider recently sold Mex$3.4m worth of stockOn the 18th of March, Dario Baroni sold around 600 shares on-market at roughly Mex$5,716 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$9.2m. Insiders have been net sellers, collectively disposing of Mex$112m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 20Insider recently sold Mex$3.4m worth of stockOn the 18th of March, Dario Baroni sold around 600 shares on-market at roughly Mex$5,716 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$9.2m. Insiders have been net sellers, collectively disposing of Mex$116m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 26Insider recently sold Mex$9.2m worth of stockOn the 23rd of February, Jonathan Banner sold around 2k shares on-market at roughly Mex$5,735 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$14m. Insiders have been net sellers, collectively disposing of Mex$118m more than they bought in the last 12 months.
Upcoming Dividend • Feb 24Upcoming dividend of US$1.86 per shareEligible shareholders must have bought the stock before 03 March 2026. Payment date: 17 March 2026. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Mexican dividend payers (5.8%). Higher than average of industry peers (1.9%).
Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$11.95 (vs US$11.45 in FY 2024)Full year 2025 results: EPS: US$11.95 (up from US$11.45 in FY 2024). Revenue: US$26.9b (up 3.7% from FY 2024). Net income: US$8.56b (up 4.1% from FY 2024). Profit margin: 32% (in line with FY 2024). Same store sales growth: 3.1% vs FY 2024 Total stores: 45,000 (up by 1,523 from FY 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.
お知らせ • Feb 10McDonald's Corporation Announces the Election of James D. Farley, Jr., to Its Board of Directors, Effective February 4, 2026McDonald's Corporation announced the election of James D. Farley, Jr., to its Board of Directors, effective February 4, 2026. Mr. Farley currently serves as President and CEO of Ford Motor Company and sits on Ford's Board of Directors, where he is guiding the company's Ford+ transformation, a strategy centered on digital innovation, customer-centric design, and operational modernization. He brings more than 30 years of experience leading complex global organizations and transforming iconic consumer brands. He previously served as chief operating officer and president of new businesses, technology and strategy teams. Earlier in his career at Ford, Farley held leadership roles overseeing Ford Europe, Middle East, and Africa; Global Marketing, Sales & Service; the ongoing reinvention of the Lincoln brand; and Ford's operations in Canada, Mexico, and South America. Prior to Ford, he spent nearly two decades at Toyota and Lexus in brand marketing and product leadership. His election brings the Board to a total of 12 members, each contributing diverse experience and expertise that strengthen McDonald’s long-term strategic direction.
Declared Dividend • Feb 09Third quarter dividend of US$1.86 announcedShareholders will receive a dividend of US$1.86. Ex-date: 3rd March 2026 Payment date: 17th March 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 05McDonald's Declares Quarterly Cash Dividend, Payable on March 17, 2026McDonald's Corporation's Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on March 17, 2026 to shareholders of record at the close of business on March 3, 2026.
Recent Insider Transactions • Dec 16Insider recently sold Mex$3.7m worth of stockOn the 12th of December, Morgan Flatley sold around 658 shares on-market at roughly Mex$5,686 per share. This transaction amounted to 9.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$18m. Insiders have been net sellers, collectively disposing of Mex$246m more than they bought in the last 12 months.
Upcoming Dividend • Nov 24Upcoming dividend of US$1.86 per shareEligible shareholders must have bought the stock before 01 December 2025. Payment date: 15 December 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Mexican dividend payers (6.2%). Higher than average of industry peers (2.0%).
Recent Insider Transactions • Nov 20EVP & President of McDonald's USA recently sold Mex$18m worth of stockOn the 14th of November, Joseph Erlinger sold around 3k shares on-market at roughly Mex$5,599 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$248m more than they bought in the last 12 months.
Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$3.18 (vs US$3.15 in 3Q 2024)Third quarter 2025 results: EPS: US$3.18 (up from US$3.15 in 3Q 2024). Revenue: US$7.08b (up 3.0% from 3Q 2024). Net income: US$2.28b (up 1.0% from 3Q 2024). Profit margin: 32% (in line with 3Q 2024). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Oct 27Second quarter dividend of US$1.86 announcedShareholders will receive a dividend of US$1.86. Ex-date: 1st December 2025 Payment date: 15th December 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 7.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 23Mcdonald's Corporation Raises Quarterly Cash Dividend, Payable on December 15, 2025McDonald's Corporation Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on December 15, 2025 to shareholders of record at the close of business on December 1, 2025. The 5% increase over the Company's previous quarterly dividend reflects continued confidence in the Accelerating the Arches growth strategy and ability to drive long-term profitable growth for all stakeholders.
Recent Insider Transactions • Sep 06Insider recently sold Mex$5.9m worth of stockOn the 2nd of September, Morgan Flatley sold around 1k shares on-market at roughly Mex$5,900 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$14m. Insiders have been net sellers, collectively disposing of Mex$372m more than they bought in the last 12 months.
Recent Insider Transactions • Sep 03Insider recently sold Mex$5.9m worth of stockOn the 2nd of September, Morgan Flatley sold around 1k shares on-market at roughly Mex$5,900 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$14m. Insiders have been net sellers, collectively disposing of Mex$372m more than they bought in the last 12 months.
お知らせ • Aug 26McDonald’s Corporation Appoints Saumya Mittal as Chief People Officer for AsiaMcDonald’s Corporation has announced the appointment of Saumya Mittal as its new Chief People Officer for Asia. Taking charge from Singapore, she will oversee the company’s people and culture agenda across diverse Asian markets, a region marked by rapid growth and shifting workforce dynamics. Mittal, who has built an 18-year career in human resources, previously held leadership positions at PepsiCo, focusing on talent, culture, and organisational transformation, and later at Google as APAC Commercial HR Lead. Her cross-industry experience is expected to bolster McDonald’s employee engagement and leadership pipeline in the region.
Upcoming Dividend • Aug 26Upcoming dividend of US$1.77 per shareEligible shareholders must have bought the stock before 02 September 2025. Payment date: 16 September 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Mexican dividend payers (6.2%). Higher than average of industry peers (1.9%).
Recent Insider Transactions • Aug 21Insider recently sold Mex$5.8m worth of stockOn the 19th of August, Jonathan Banner sold around 1k shares on-market at roughly Mex$5,829 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$14m. Insiders have been net sellers, collectively disposing of Mex$373m more than they bought in the last 12 months.
お知らせ • Aug 12McDonald's Introduces McDonaldland VRMcDonald's is bringing its most iconic characters and worlds to life in an all-new way. Introducing McDonaldland VR -- an interactive digital universe launching alongside the new McDonaldland Meal. Starting August 12, fans can transport themselves into McDonaldland like never before. Whether through Meta Horizon Worlds on Meta Quest or a seamless Web VR experience, visitors can explore vibrant zones, meet classic characters, play games, and unlock surprises -- all from the comfort of home. Inside McDonaldland VR, fans can: Meet Classic characters: Interact with Grimace, Hamburglar, Birdie, and others -- all fully animated and part of your journey. Play Interactive Mini-Games: Mt. McDonaldland Shake Challenge: Hop aboard The Captain's ship to collect shake ingredients from an uping volcano. Golden Arches Obstacle Course: Navigate condiment geysers, rapids, and oversized landmarks in a fast-paced, multi-zone adventure. Explore Themed Worlds: Roam through the Apple Pie Tree Forest, Hamburger Patch, and Filet-O-Fish Lake, each packed with interactive surprises and moments of delight. Find Hidden Collectibles: Hunt for Mt. McDonaldland Shake icons and unlock Easter eggs throughout the world. Earn Exclusive In-Game Wearables: Complete quests to unlock items like the Mayor McCheese Hat, Burger Buddy Backpack, and Ronald McDonald's Guitar.
Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$3.14 (vs US$2.81 in 2Q 2024)Second quarter 2025 results: EPS: US$3.14 (up from US$2.81 in 2Q 2024). Revenue: US$6.84b (up 5.4% from 2Q 2024). Net income: US$2.25b (up 11% from 2Q 2024). Profit margin: 33% (up from 31% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Aug 05Insider recently sold Mex$5.6m worth of stockOn the 1st of August, Morgan Flatley sold around 976 shares on-market at roughly Mex$5,743 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$5.7m. Insiders have been net sellers, collectively disposing of Mex$352m more than they bought in the last 12 months.
Declared Dividend • Jul 25First quarter dividend of US$1.77 announcedShareholders will receive a dividend of US$1.77. Ex-date: 2nd September 2025 Payment date: 16th September 2025 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 7.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Recent Insider Transactions • Jul 24EVP & President of McDonald's USA recently sold Mex$5.2m worth of stockOn the 23rd of July, Joseph Erlinger sold around 939 shares on-market at roughly Mex$5,566 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$5.7m. Insiders have been net sellers, collectively disposing of Mex$347m more than they bought in the last 12 months.
お知らせ • Jul 23McDonald's Declares Quarterly Cash Dividend, Payable on September 16, 2025McDonald's Board of Directors declared a quarterly cash dividend of $1.77 per share of common stock payable on September 16, 2025 to shareholders of record at the close of business on September 2, 2025.
Recent Insider Transactions • Jul 17Insider recently sold Mex$5.6m worth of stockOn the 10th of July, Morgan Flatley sold around 1k shares on-market at roughly Mex$5,593 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$5.9m. Insiders have been net sellers, collectively disposing of Mex$347m more than they bought in the last 12 months.
Recent Insider Transactions • Jul 16Insider recently sold Mex$5.6m worth of stockOn the 10th of July, Morgan Flatley sold around 1k shares on-market at roughly Mex$5,593 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$5.9m. Insiders have been net sellers, collectively disposing of Mex$341m more than they bought in the last 12 months.
Recent Insider Transactions • Jul 11Insider recently sold Mex$5.6m worth of stockOn the 10th of July, Morgan Flatley sold around 1k shares on-market at roughly Mex$5,593 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$5.9m. Insiders have been net sellers, collectively disposing of Mex$341m more than they bought in the last 12 months.
Recent Insider Transactions • May 25EVP & President of McDonald's USA recently sold Mex$5.7m worth of stockOn the 23rd of May, Joseph Erlinger sold around 939 shares on-market at roughly Mex$6,072 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$6.3m. Insiders have been net sellers, collectively disposing of Mex$341m more than they bought in the last 12 months.
Declared Dividend • May 23First quarter dividend of US$1.77 announcedShareholders will receive a dividend of US$1.77. Ex-date: 2nd June 2025 Payment date: 16th June 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 21McDonald's Announces Quarterly Cash Dividend, Payable on June 16, 2025McDonald's Board of Directors declared a quarterly cash dividend of $1.77 per share of common stock payable on June 16, 2025 to shareholders of record at the close of business on June 2, 2025.
New Risk • May 03New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Significant insider selling over the past 3 months (Mex$121m sold).
Recent Insider Transactions • Apr 30EVP & President of McDonald's USA recently sold Mex$5.9m worth of stockOn the 23rd of April, Joseph Erlinger sold around 939 shares on-market at roughly Mex$6,263 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$67m. Insiders have been net sellers, collectively disposing of Mex$344m more than they bought in the last 12 months.
Recent Insider Transactions • Apr 26EVP & President of McDonald's USA recently sold Mex$5.9m worth of stockOn the 23rd of April, Joseph Erlinger sold around 939 shares on-market at roughly Mex$6,263 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$67m. Insiders have been net sellers, collectively disposing of Mex$344m more than they bought in the last 12 months.
Recent Insider Transactions • Apr 24EVP & President of McDonald's USA recently sold Mex$5.9m worth of stockOn the 23rd of April, Joseph Erlinger sold around 939 shares on-market at roughly Mex$6,263 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$67m. Insiders have been net sellers, collectively disposing of Mex$344m more than they bought in the last 12 months.
お知らせ • Apr 22SOC Investment Group Files an Exempt Solicitation Statement with Securities and Exchange CommissionOn April 21, 2025, SOC Investment Group announced that it has filed an exempt solicitation statement with Securities and Exchange Commission, recommended the shareholders of the Company to vote against the Company board nominees Director Paul Walsh, at the annual meeting of shareholders of the Company scheduled to be held on May 20, 2025.
お知らせ • Apr 08McDonald's Corporation, Annual General Meeting, May 20, 2025McDonald's Corporation, Annual General Meeting, May 20, 2025.
Recent Insider Transactions • Mar 26EVP & President of McDonald's USA recently sold Mex$5.8m worth of stockOn the 24th of March, Joseph Erlinger sold around 939 shares on-market at roughly Mex$6,157 per share. This transaction amounted to 6.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$67m. Insiders have been net sellers, collectively disposing of Mex$343m more than they bought in the last 12 months.
お知らせ • Mar 12McDonald's Corporation Announces Executive Changes, Effective on or About May 1, 2025On March 10, 2025, the Board of Directors of McDonald’s Corporation approved changes to the Company’s senior management, including the appointment of Gillian (Jill) McDonald as Executive Vice President – Global Chief Restaurant Experience Officer. Ms. McDonald, one of the Company’s named executive officers, currently serves as Executive Vice President – President, International Operated Markets (IOM), and will separate from that role on or about May 1, 2025. The Board appointed Manuel JM Steijaert, currently the Company’s Executive Vice President – Global Chief Customer Officer, to replace Ms. McDonald as Executive Vice President – President, IOM, on or about May 1, 2025.
Recent Insider Transactions • Feb 26Insider recently sold Mex$14m worth of stockOn the 19th of February, Morgan Flatley sold around 2k shares on-market at roughly Mex$6,150 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$67m. Insiders have been net sellers, collectively disposing of Mex$336m more than they bought in the last 12 months.
Upcoming Dividend • Feb 25Upcoming dividend of US$1.77 per shareEligible shareholders must have bought the stock before 03 March 2025. Payment date: 17 March 2025. Payout ratio is a comfortable 60% and the cash payout ratio is 76%. Trailing yield: 2.3%. Lower than top quartile of Mexican dividend payers (6.1%). Lower than average of industry peers (2.7%).
Recent Insider Transactions • Feb 14Chairman & CEO recently sold Mex$67m worth of stockOn the 11th of February, Christopher Kempczinski sold around 11k shares on-market at roughly Mex$6,367 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christopher has been a net seller over the last 12 months, reducing personal holdings by Mex$196m.
Reported Earnings • Feb 10Full year 2024 earnings released: EPS: US$11.39 (vs US$11.64 in FY 2023)Full year 2024 results: EPS: US$11.39 (down from US$11.64 in FY 2023). Revenue: US$25.9b (up 1.7% from FY 2023). Net income: US$8.22b (down 2.9% from FY 2023). Profit margin: 32% (down from 33% in FY 2023). The decrease in margin was driven by higher expenses. Same store sales growth: Down 0.1% vs FY 2023 Total stores: 43,477 (up by 1,655 from FY 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.
Declared Dividend • Feb 10Fourth quarter dividend of US$1.77 announcedShareholders will receive a dividend of US$1.77. Ex-date: 3rd March 2025 Payment date: 17th March 2025 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 07Mcdonald's Corporation Announces Quarterly Cash Dividend, Payable on March 17, 2025McDonald's Board of Directors declared a quarterly cash dividend of $1.77 per share of common stock payable on March 17, 2025 to shareholders of record at the close of business on March 3, 2025.
Recent Insider Transactions • Jan 26EVP & President of McDonald's USA recently sold Mex$1.7m worth of stockOn the 23rd of January, Joseph Erlinger sold around 300 shares on-market at roughly Mex$5,743 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$41m. Insiders have been net sellers, collectively disposing of Mex$262m more than they bought in the last 12 months.
お知らせ • Jan 18John J. Mulligan to Retire from the Board of Directors of McDonald's CorporationMcDonald's Corporation announced that on January 13, 2025, Director John J. Mulligan notified the company of his decision to retire from the Company’s Board of Directors, effective as of the date of the Company’s 2025 Annual Shareholders’ Meeting. The retirement is not because of a disagreement with the Company on any matter relating to the Company’s operations, policies, or practices.
Recent Insider Transactions • Dec 26EVP & President of McDonald's USA recently sold Mex$6.5m worth of stockOn the 23rd of December, Joseph Erlinger sold around 1k shares on-market at roughly Mex$5,877 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$6.5m. Insiders have been net sellers, collectively disposing of Mex$232m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 02EVP & President of McDonald's USA recently sold Mex$6.5m worth of stockOn the 25th of November, Joseph Erlinger sold around 1k shares on-market at roughly Mex$5,950 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$106m. Insiders have been net sellers, collectively disposing of Mex$230m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 27EVP & President of McDonald's USA recently sold Mex$6.5m worth of stockOn the 25th of November, Joseph Erlinger sold around 1k shares on-market at roughly Mex$5,950 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$106m. Insiders have been net sellers, collectively disposing of Mex$233m more than they bought in the last 12 months.
Upcoming Dividend • Nov 25Upcoming dividend of US$1.77 per shareEligible shareholders must have bought the stock before 02 December 2024. Payment date: 16 December 2024. Payout ratio is a comfortable 58% and the cash payout ratio is 77%. Trailing yield: 2.4%. Lower than top quartile of Mexican dividend payers (7.1%). Lower than average of industry peers (3.1%).
Recent Insider Transactions • Oct 30EVP & President of McDonald's USA recently sold Mex$6.4m worth of stockOn the 23rd of October, Joseph Erlinger sold around 1k shares on-market at roughly Mex$5,837 per share. This transaction amounted to 9.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$106m. Insiders have been net sellers, collectively disposing of Mex$233m more than they bought in the last 12 months.
お知らせ • Oct 30Mcdonald's Corporation Declares Quarterly Cash DividendMcDonald's Corporation declared a 6% increase in its quarterly cash dividend to $1.77 per share.
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: US$3.13 (vs US$3.19 in 3Q 2023)Third quarter 2024 results: EPS: US$3.13 (down from US$3.19 in 3Q 2023). Revenue: US$6.87b (up 2.7% from 3Q 2023). Net income: US$2.26b (down 2.7% from 3Q 2023). Profit margin: 33% (down from 35% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.
Recent Insider Transactions • Oct 27EVP & President of McDonald's USA recently sold Mex$6.4m worth of stockOn the 23rd of October, Joseph Erlinger sold around 1k shares on-market at roughly Mex$5,837 per share. This transaction amounted to 9.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$106m. Insiders have been net sellers, collectively disposing of Mex$233m more than they bought in the last 12 months.
お知らせ • Oct 25Ron Simon and Associates Files the Second Lawsuit Against McDonald's in the E. Coli OutbreakThe national food safety law firm of Ron Simon & Associates, along with Meyers & Flowers, LLC, has filed another McDonald's E. coli Lawsuit, this time on behalf of Clarissa DeBock. The lawsuit was filed in Cook County, Illinois and is available upon request. According to the lawsuit, on September 18, 2024, Clarissa purchased and consumed food from her local McDonald's in Nebraska. By September 23rd, she had become ill with the symptoms of E. coli. On September 25th, Clarissa was forced to seek medical attention, and presented to the Great Plains Health - Emergency Room, where her physicians ordered blood work, and abdominal and pelvic CT, and ordered stools studies. Clarissa was found to be positive for E. coli O157:H7, and her case was reported to the county health department. Her physicians placed her on Ciprofloxacin, and at the time this lawsuit was filed, continues to recover from the effects of E. coli food poisoning. At present, onions are suspected as having been the catalyst of this E. coli outbreak, and Taylor Farms of California has issued a recall of the potentially dangerous onions.
Declared Dividend • Sep 29Dividend of US$1.77 announcedShareholders will receive a dividend of US$1.77. Ex-date: 2nd December 2024 Payment date: 16th December 2024 Dividend yield will be 1.5%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Recent Insider Transactions • Sep 19Chairman & CEO recently sold Mex$23m worth of stockOn the 16th of September, Christopher Kempczinski sold around 4k shares on-market at roughly Mex$5,782 per share. This transaction amounted to 6.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Christopher's only on-market trade for the last 12 months.
Recent Insider Transactions • Aug 25EVP & President of McDonald's USA recently sold Mex$6.0m worth of stockOn the 23rd of August, Joseph Erlinger sold around 1k shares on-market at roughly Mex$5,508 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$130m more than they bought in the last 12 months.
Reported Earnings • Jul 30Second quarter 2024 earnings released: EPS: US$2.80 (vs US$3.17 in 2Q 2023)Second quarter 2024 results: EPS: US$2.80 (down from US$3.17 in 2Q 2023). Revenue: US$6.49b (flat on 2Q 2023). Net income: US$2.02b (down 13% from 2Q 2023). Profit margin: 31% (down from 36% in 2Q 2023). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jul 29First quarter dividend of US$1.67 announcedShareholders will receive a dividend of US$1.67. Ex-date: 3rd September 2024 Payment date: 17th September 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 27McDonald's Corporation Announces Executive Changes, Effective October 1, 2024On July 25, 2024, the Board of Directors of McDonald's Corporation appointed Lauren B. Elting to serve as the Company's principal accounting officer," effective October 1, 2024. Ms. Elting will join the Company on July 30, 2024 as a Vice President to ensure a smooth transition prior to Catherine A. Hoovel's retirement on October 1, 2024, which the Company previously announced on Form 8-K, dated March 13, 2024. Ms. Hoovel will continue to serve as the Company's principal accounting officer until her retirement, at which time Ms. Elting will assume the role of Vice President Corporate Controller. Prior to joining the Company, Ms. Elting held several positions of increasing responsibility with Federal Signal Corporation, including Chief Accounting Officer from 2022 to 2024, and Vice President, Corporate Controller from 2018 to 2022.
お知らせ • Jul 26McDonald's Announces Quarterly Cash Dividend, Payable on September 17, 2024McDonald's Board of Directors declared a quarterly cash dividend of $1.67 per share of common stock payable on September 17, 2024 to shareholders of record at the close of business on September 3, 2024.
Recent Insider Transactions • Jul 24EVP & President of McDonald's USA recently sold Mex$5.2m worth of stockOn the 23rd of July, Joseph Erlinger sold around 1k shares on-market at roughly Mex$4,696 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$5.2m. Insiders have been net sellers, collectively disposing of Mex$131m more than they bought in the last 12 months.
お知らせ • Jul 20PAR Technology Corporation (NYSE:PAR) completed the acquisition of TASK Group Holdings Limited (ASX:TSK).PAR Technology Corporation (NYSE:PAR) agreed to acquire TASK Group Holdings Limited (ASX:TSK) for AUD 320 million on March 8, 2024. TASK Group shareholders will receive AUD 0.9 for their share. As of July 4, 2024, the shareholder of TASK Group approved the transaction. The transaction is still subject to court approval. The transaction is expected to close on July 19, 2024. King & Wood Mallesons, Australia Branch acted as legal advisor and Latimer Partners Pty Ltd acted as Financial advisor to TASK Group Holdings Limited. Computershare Investor Services Pty Limited acted as registrar to TASK. Phillip R. Mills, Corey M. Goodman, Robert F. Smith and Mary K. Marks of Davis Polk & Wardwell LLP acted as legal advisor to TASK Group Holdings Limited. PRICEWATERHOUSECOOPERS AUSTRALIA SERVICES PTY LTD as Australian and New Zealand acted as accountant to TASK in relation to the Scheme. PAR Technology Corporation (NYSE:PAR) completed the acquisition of TASK Group Holdings Limited (ASX:TSK) on July 19, 2024.
お知らせ • Jul 10PAR Technology Corporation (NYSE:PAR) completed the acquisition of TASK Group Holdings Limited (ASX:TSK).PAR Technology Corporation (NYSE:PAR) agreed to acquire TASK Group Holdings Limited (ASX:TSK) for AUD 320 million on March 8, 2024. TASK Group shareholders will receive AUD 0.9 for their share. As of July 4, 2024, the shareholder of TASK Group approved the transaction. The transaction is still subject to court approval. The transaction is expected to close on July 19, 2024. King & Wood Mallesons, Australia Branch acted as legal advisor and Latimer Partners Pty Ltd acted as Financial advisor to TASK Group Holdings Limited. Computershare Investor Services Pty Limited acted as registrar to TASK. Phillip R. Mills, Corey M. Goodman, Robert F. Smith and Mary K. Marks of Davis Polk & Wardwell LLP acted as legal advisor to TASK Group Holdings Limited. PRICEWATERHOUSECOOPERS AUSTRALIA SERVICES PTY LTD as Australian and New Zealand acted as accountant to TASK in relation to the Scheme.PAR Technology Corporation (NYSE:PAR) completed the acquisition of TASK Group Holdings Limited (ASX:TSK) on July 10, 2024.
Recent Insider Transactions • Jun 23EVP & President of McDonald's USA recently sold Mex$5.2m worth of stockOn the 21st of June, Joseph Erlinger sold around 1k shares on-market at roughly Mex$4,742 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$129m more than they bought in the last 12 months.
Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mike Hsu was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • May 26EVP & President of McDonald's USA recently sold Mex$4.9m worth of stockOn the 23rd of May, Joseph Erlinger sold around 1k shares on-market at roughly Mex$4,436 per share. This transaction amounted to 6.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$5.2m. Insiders have been net sellers, collectively disposing of Mex$137m more than they bought in the last 12 months.
Declared Dividend • May 26First quarter dividend of US$1.67 announcedShareholders will receive a dividend of US$1.67. Ex-date: 3rd June 2024 Payment date: 17th June 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 23McDonald's Corporation Announces Quarterly Cash Dividend, Payable on June 17, 2024McDonald's Corporation Board of Directors declared a quarterly cash dividend of $1.67 per share of common stock payable on June 17, 2024 to shareholders of record at the close of business on June 3, 2024.
Recent Insider Transactions • May 14Insider recently sold Mex$3.7m worth of stockOn the 10th of May, Jonathan Banner sold around 800 shares on-market at roughly Mex$4,607 per share. This transaction amounted to 98% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$10m. Insiders have been net sellers, collectively disposing of Mex$133m more than they bought in the last 12 months.
New Risk • May 01New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Significant insider selling over the past 3 months (Mex$39m sold).
Recent Insider Transactions • Apr 24EVP & President of McDonald's USA recently sold Mex$5.2m worth of stockOn the 23rd of April, Joseph Erlinger sold around 1k shares on-market at roughly Mex$4,707 per share. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$10m. Insiders have been net sellers, collectively disposing of Mex$151m more than they bought in the last 12 months.
Buy Or Sell Opportunity • Apr 17Now 24% overvaluedOver the last 90 days, the stock has fallen 9.8% to Mex$4,543. The fair value is estimated to be Mex$3,670, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.
お知らせ • Apr 10McDonald's Corporation, Annual General Meeting, May 22, 2024McDonald's Corporation, Annual General Meeting, May 22, 2024, at 09:00 Central Standard Time. Agenda: To elect 12 Directors to Serve Until 2025 Annual Shareholders' Meeting and Until Their Successors Have Been Elected and Qualified; to Vote to Approve Executive Compensation; to vote to Approve an Amendment to the Company's Restated Certificate of Incorporation to Limit Liability of Officers as Permitted by Law; to Vote to Ratify the Appointment of Ernst & Young LLP as Independent Auditor for 2024; to Vote on Six Shareholder Proposals, Each Only If Properly Presented; and to transact any other business properly presented at the meeting.
お知らせ • Apr 05McDonald's Corporation (NYSE:MCD) signed an agreement to acquire Alonyal Ltd. from Omri Padan.McDonald's Corporation (NYSE:MCD) signed an agreement to acquire Alonyal Ltd. from Omri Padan on April 4, 2024. Upon completion of the transaction, McDonald’s Corporation will own Alonyal Limited’s restaurants and operations, and employees will be retained on equivalent terms. The agreement is subject to certain conditions, with closing anticipated in the coming months.
Recent Insider Transactions • Mar 23EVP & President of McDonald's USA recently sold Mex$5.2m worth of stockOn the 22nd of March, Joseph Erlinger sold around 1k shares on-market at roughly Mex$4,757 per share. This transaction amounted to 5.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$14m. Insiders have been net sellers, collectively disposing of Mex$146m more than they bought in the last 12 months.
お知らせ • Mar 20McDonald's Corporation Announces Board ChangesMcDonald's Corporation announced the retirement of Enrique Rick Hernandez, Jr. as non-executive Chairman of the company's Board of Directors, effective as of the date of the Company's 2024 Annual Shareholders' Meeting. Following Rick's retirement, Chris Kempczinski will assume the combined role of Chief Executive Officer and Chairman of the Board, and Miles White will assume the role of Lead Independent Director.
お知らせ • Mar 15McDonald's Corporation Announces Retirement of Catherine A. Hoovel as Senior Vice President – Corporate Controller, Principal Accounting Officer, Effective October 1, 2024On March 8, 2024, Catherine A. Hoovel notified McDonald’s Corporation (the Company) of her intention to retire from the Company as Senior Vice President – Corporate Controller, the Company’s Principal Accounting Officer, effective October 1, 2024. This retirement is not a result of any disagreement with the Company on any matter relating to its operations, policies, or practices.
お知らせ • Mar 12PAR Technology Corporation (NYSE:PAR) agreed to acquire TASK Group Holdings Limited (ASX:TSK) for AUD 320 millionPAR Technology Corporation (NYSE:PAR) agreed to acquire TASK Group Holdings Limited (ASX:TSK) for AUD 320 million on March 9, 2024.
Recent Insider Transactions • Feb 28Insider recently sold Mex$10m worth of stockOn the 23rd of February, Morgan Flatley sold around 2k shares on-market at roughly Mex$5,059 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$14m. Insiders have been net sellers, collectively disposing of Mex$141m more than they bought in the last 12 months.
Reported Earnings • Feb 25Full year 2023 earnings released: EPS: US$11.64 (vs US$8.39 in FY 2022)Full year 2023 results: EPS: US$11.64 (up from US$8.39 in FY 2022). Revenue: US$25.5b (up 10.0% from FY 2022). Net income: US$8.47b (up 37% from FY 2022). Profit margin: 33% (up from 27% in FY 2022). Same store sales growth: 9.0% vs FY 2022 Total stores: 41,822 (up by 1,547 from FY 2022). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 22Upcoming dividend of US$1.67 per shareEligible shareholders must have bought the stock before 29 February 2024. Payment date: 15 March 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Mexican dividend payers (6.4%). Lower than average of industry peers (5.1%).
